LIC MF Equity Savings Fund-Regular Plan-Growth

Fund House: LIC Mutual Fund
Category: Hybrid: Equity Savings
Launch Date: 01-01-2013
Asset Class:
Benchmark: NIFTY Equity Savings TRI
TER: 2.32% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 19.12 Cr As on 31-03-2025(Source:AMFI)
Turn over: 75% | Exit Load: 1% for Exit upto 12 months from the date of Investment. For Investors who have opted for Demat, the units will be credited in their DP Account. ** Revision in name of IDBI Monthly Income Plan to IDBI Equity Savings Fund w.e.f 27th March, 2018 ***** ***Nil - for a period of 30 days from June 20, 2023 to July 19, 2023 (both days inclusive) (up to 3.00 p.m. on [July 19, 2023]) on account of proposed merger schemes of IDBI Mutual Fund into Schemes of LIC Mutual Fund

26.6367

7.18%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Equity Savings TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
8 Years 5 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to provide regular income along with opportunities for capital appreciation through investments in a diversified basket of debt instruments, equity and money market instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation 7.0
Sharpe Ratio 0.07
Alpha -1.17
Beta 1.25
Yield to Maturity 6.79
Average Maturity 0.07

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
LIC MF Equity Savings Fund-Regular Plan-Growth 01-01-2013 8.29 12.09 8.14 10.68 6.56
DSP Equity Savings Fund - Regular Plan - Growth 28-03-2016 11.45 13.22 9.78 12.93 -
Edelweiss Equity Savings Fund - Regular Plan - Growth Option 05-10-2014 10.08 13.21 9.81 11.35 8.64
Mirae Asset Equity Savings Fund- Regular Plan- Growth 15-12-2018 9.54 13.43 9.91 13.96 -
Tata Equity Savings Fund -Regular Plan-Growth Option 26-04-1997 9.5 12.36 9.03 11.2 7.11
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option 05-01-2013 9.48 14.74 10.38 12.58 8.22
Invesco India Equity Savings Fund - Regular Plan - Growth 15-02-2019 8.8 14.37 9.41 10.25 -
ICICI Prudential Equity Savings Fund - Cumulative option 05-12-2014 8.53 9.78 8.11 10.44 7.86
UTI Equity Savings Fund - Regular Plan - Growth Option 30-08-2018 8.22 12.88 10.42 13.1 -
SBI Equity Savings Fund - Regular Plan - Growth 01-05-2015 8.2 13.92 9.68 13.37 -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

21.59%

Others

22.23%

Large Cap

45.83%

Mid Cap

10.36%

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